The "My Team" tab on the Teamflect Home page is a powerful feature that helps you visualize and manage your organizational relationships—from direct reports to managers, indirect reports, mentors, and beyond.
Note: If your organization has uploaded its org chart to Microsoft Teams (recommended method), Teamflect automatically fetches this data and reflects it in the "My Team" section. This allows you to see a list of your manager and direct reports without manual input, providing a clear overview of your reporting structure.
If your org hierarchy is not up-to-date, and you need to take manual action, then follow these steps:
Step 1: Click "Add Relationship"
Find Add relationship button within the My Team section on your Home page.
Step 2: Select a User
Search by name or browse the available list of colleagues.
Step 3: Choose a Relationship Type
Specify the nature of your connection:
Manager / Direct Report
Mentor / Mentee
Indirect Manager / Report
(Options vary based on your organization’s configuration & structure.)
Step 4: Add a Note (Optional)
Include a brief note to give additional context—ideal for defining informal mentorships or dotted-line relationships.
Step 5: Send Request
Click ''Send Request'' for the other party to approve it.
Approval Required
To maintain data privacy, especially regarding sensitive content (like feedback or reviews), any request to add someone as your manager or direct report must be approved by the other party.
If pending, you’ll see a warning icon next to the person’s name.
The other person will receive an approval request with the option to accept or decline.
The other party will see a button and will be able to approve or reject your request from their own ''My Team'' tab.
Please note that you cannot always add relationships as a non-admin user. Teamflect admins can disable your access to add your own relationships and may prefer to manage this centrally. If you are an admin, please see here to learn more.